Oracle Corporation
 (ORCL)

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  • Feb. 11, 2013, 7:02 PM
    If Oracle's (ORCL) Fusion cloud apps are going to live up to Larry Ellison's hype, the company might have some convincing to do: a small Forrester survey of Oracle app clients found 65% saying they have no plans to deploy Fusion. Of this group, 54% said Fusion, offered as part of a broad assortment of cloud solutions, isn't mature enough. Looking at the big picture, Forrester sees Oracle's app revenue stagnating once acquisitions are excluded, and views a mass migration to Fusion as the only way out.
    | Feb. 11, 2013, 7:02 PM
  • Feb. 5, 2013, 11:29 AM

    Coming off a quarter where its non-mainframe server sales fell considerably, IBM (IBM) is expanding its integrated PureSystems line, and moving its Power server line downmarket. New offerings include: 1) The PureData System for Analytics (competes with big data/analytics systems from Oracle, EMC, and Teradata). 2) The PureApplication System, meant for cloud app deployments. 3) Power servers starting at less than $6K. 4) High-end PowerLinux servers for analytics apps. 5) A performance boost for the expensive and share-losing XIV storage line.

    | Feb. 5, 2013, 11:29 AM
  • Feb. 4, 2013, 5:17 PM
    TD Ameritrade's Investor Movement Index declined to 4.71 in January, but continues to reflect bullish positioning, say the report authors. Among the stocks seeing net buying activity on dips were AAPL, T, INTC, MSFT, and BAC. Sold on the rips were DELL, C, JPM, ORCL, and LVS. Momentum stocks continuing to be bought were FB and DDD.
    | Feb. 4, 2013, 5:17 PM | 1 Comment
  • Feb. 4, 2013, 9:22 AM

    More on Oracle/Acme Packet: The purchase of Acme, whose session border controllers shuffle VoIP traffic between networks, makes Oracle a telecom equipment firm. While Oracle sells plenty of software, servers, and storage to service providers, it hasn't yet made such a direct foray into infrastructure gear. However, Acme's solutions are differentiated by its Net-Net OS and other software, which arguably complement Oracle's service management and unified communications offerings for telcos and enterprises. ORCL -1.2%. APKT +22.9% to $29.42, slightly above the buyout price.

    | Feb. 4, 2013, 9:22 AM
  • Feb. 4, 2013, 8:06 AM

    Oracle (ORCL) will buy Acme Packet (APKT) for $29.25 per share in a $1.7B transaction expected to close in the first half of the year. ORCL -2.0% premarket, APKT halted.

    | Feb. 4, 2013, 8:06 AM | 1 Comment
  • Feb. 1, 2013, 11:19 AM

    Oracle (ORCL +1.5%) makes new 52-week highs after receiving an upgrade to Outperform from BMO's Karl Keirstad, who cites improving top-line growth. "Enterprise data software spending is improving after a rough 2012," he argues - recent earnings reports back this up to an extent - and Exadata system sales have grown to the point where they'll "have a discernible impact" on 2013 growth. Keirstad also sees further room for margin improvement.

    | Feb. 1, 2013, 11:19 AM | 2 Comments
  • Jan. 30, 2013, 10:57 AM

    Though VMware, EMC, and BMC Software's Q1 guidance hasn't exactly stoked enthusiasm about the IT spending environment, Gartner is forecasting global IT spending will grow a healthy 4.2% in 2013 to $3.7T, after rising just 1.2% last year. A re-accelerating China, a stabilizing Europe, and a resolution (for now) of the fiscal cliff drama are all seen lifting demand. Needham thinks growth could hit 5%. (previous)

    | Jan. 30, 2013, 10:57 AM
  • Jan. 15, 2013, 12:00 PM

    With shares nearly priced to perfection following a big 6-month rally, SAP (SAP -4.3%) is selling off after pre-announcing light operating income and revenue (€5.06B vs. €5.12B consensus) for Q4. The report does note Hana revenue surged to nearly €200M from Q3's €83M, but software license growth of 9% Y/Y is a slowdown from Q3's 17%. Cloud subscription/support revenue nearly doubled Q/Q to €159M, but is still just 3% of total sales. EMEA software sales +8%, Americas +3%, Asia-Pac +23%. Oracle recently claimed it took share from SAP in Europe.

    | Jan. 15, 2013, 12:00 PM | 1 Comment
  • Jan. 10, 2013, 4:03 PM

    SAP (SAP +2.9%) closes higher after announcing its core Business Suite ERP, CRM, and HR apps will now be supported by its popular Hana in-memory database. This significantly expands the addressable market for Hana, whose ability to enable real-time analytics and reporting for other SAP apps has already fueled blistering growth. Bernstein has predicted Hana support will also be extended to non-SAP apps. Oracle (ORCL) is trying to counter Hana via its costly Exadata X3 system. (more)

    | Jan. 10, 2013, 4:03 PM
  • Dec. 24, 2012, 2:25 PM

    The 17% Y/Y license revenue growth Oracle (ORCL) posted for FQ2 was fueled by a 56% increase in revenue from $3M+ transactions. That worries Macquarie's Brad Zelnick a little: though granting Oracle's acquisition spree makes bigger deals logical, he cautions they "tend to be lumpier, more difficult to comp over time, and can skew seasonal trends." Zelnick also asks if fiscal cliff worries led to a flurry of deal activity. Separately, an analytics software exec wonders if the Eloqua deal will fail due to clashing cultures.

    | Dec. 24, 2012, 2:25 PM
  • Dec. 21, 2012, 9:42 AM
    Eloqua (ELOQ -0.4%) has only a 10% chance of receiving a bid that tops Oracle's (ORCL) $23.50/share offer, says Pac Crest. Shares closed at $23.66 yesterday, but are down to $23.51 in early trading. The firm thinks Eloqua rival Responsys (MKTG), customer reviews/engagement platform Bazzarvoice (BV), and video hosting/distribution platform Brightcove (BCOV) could also be M&A targets. (Salesforce)
    | Dec. 21, 2012, 9:42 AM
  • Dec. 20, 2012, 6:33 PM

    Salesforce (CRM) might respond to Oracle-Eloqua by making a cloud marketing purchase of its own, thinks BMO's Karl Keirstead. He views the deal as a "modest net negative" for Salesforce, believing it will make it a little tougher to eat away at Oracle's (ORCL) traditional Siebel CRM software base. Startups Marketo and HubSpot are named as potential Salesforce targets - both compete with Eloqua, and would complement Salesforce's Marketing Cloud offerings. (previous)

    | Dec. 20, 2012, 6:33 PM | 1 Comment
  • Dec. 20, 2012, 10:13 AM

    ExactTarget (ET +4.5%) is rallying on news of Oracle's (ORCL +0.3%) deal to acquire cloud marketing rival Eloqua (ELOQ +31.1%). Oracle's purchase comes a few months after it snapped up social media marketing plays Vitrue, Collective Intellect, and Involver. The purchase could allow Oracle to offer a more comprehensive marketing solution (for now, anyway) than Salesforce.com (CRM), which (relying on Buddy Media) recently launched its social media-focused Marketing Cloud suite. GigaOm notes Eloqua has 1,200 customers for Oracle to cross-sell to.

    | Dec. 20, 2012, 10:13 AM
  • Dec. 20, 2012, 8:07 AM

    Oracle (ORCL) purchases cloud marketing software provider Eloqua (ELOQ) for $23.50/share, about $871M. Eloqua shares are halted premarket. They closed last night at $17.92. (PR)

    | Dec. 20, 2012, 8:07 AM
  • Dec. 19, 2012, 11:31 AM

    Some enterprise software names are rallying in the wake of Oracle's (ORCL +3.4%) FQ2 beat, which was fueled by strong software license sales. VMW +3.7%. WDAY +2.9%. SPLK +2.6%. INFA +2.2%. JIVE +3.5%. Also, Mellanox (MLNX +4.9%) is getting a lift from the strong performance of Oracle's engineered systems business. Oracle noted on its earnings call its app license growth was north of 30%. Goldman estimates total license growth received a 600 bps boost from acquisitions, but is still impressed.

    | Dec. 19, 2012, 11:31 AM
  • Dec. 18, 2012, 5:21 PM

    Oracle (ORCL) guides on its FQ2 call (webcast) for FQ3 revenue growth of 1%-5% Y/Y and EPS of $0.64-$0.68, in-line with a consensus for 4.3% growth and $0.66. New software license/cloud subscription growth is expected to be anywhere from 3%-13%, and hardware product sales flat to -10% (a decent improvement, though easier comps help). Engineered systems unit bookings rose 70% Q/Q, and Larry Ellison claims share was gained against SAP in Europe. Shares +1.8% AH. (FQ2 results: I, II)

    | Dec. 18, 2012, 5:21 PM
Company Description
Oracle Corporation develops, manufactures, markets, hosts and supports database and middleware software, application software, cloud infrastructure, hardware system including computer server, storage and networking products and related services.
Sector: Technology
Country: United States